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State Street SPDR Bloomberg 3-12 Month T-Bill ETF

202 hedge funds and large institutions have $1.85B invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

81% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 54

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

18% more capital invested

Capital invested by funds: $1.56B → $1.85B (+$288M)

12% more funds holding

Funds holding: 180202 (+22)

1.52% more ownership

Funds ownership: 66.78%68.3% (+1.5%)

Holders
202
Holders Change
+22
Holders Change %
+12.22%
% of All Funds
3.21%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.38%
New
39
Increased
98
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$2.02M +$1.02M +10,247 +102%
OPS
102
Orion Portfolio Solutions
Nebraska
$2.02M +$1.02M +10,247 +102%
MA
103
MCF Advisors
Kentucky
$2.01M +$1.38M +13,899 +221%
Goldman Sachs
104
Goldman Sachs
New York
$1.75M +$1.75M +17,644 New
FHA
105
Flagship Harbor Advisors
Massachusetts
$1.66M +$83K +836 +5%
JCM
106
Jacobi Capital Management
Pennsylvania
$1.65M -$263K -2,653 -14%
IFG
107
Independent Financial Group
California
$1.54M +$547K +5,513 +55%
NCM
108
Northwest Capital Management
Oregon
$1.49M +$1.46M +14,708 +4,838%
DACG
109
Donor Advised Charitable Giving
California
$1.49M +$1.49M +15,001 New
PCM
110
Parsons Capital Management
Rhode Island
$1.47M +$29.3K +295 +2%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$1.44M +$251K +2,528 +21%
AWS
112
Atria Wealth Solutions
New York
$1.39M +$1.11M +11,208 +406%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$1.25M +$109K +1,100 +10%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$1.24M +$22K +222 +2%
SMG
115
Smart Money Group
Texas
$1.2M +$1.2M +12,064 New
WEG
116
World Equity Group
Illinois
$1.15M +$49.6K +500 +5%
CAL
117
Capital Advisors Ltd
Ohio
$1.14M +$255K +2,565 +29%
SFSG
118
Sound Financial Strategies Group
Mississippi
$1.12M -$1.8M -18,141 -62%
HFW
119
Horizon Family Wealth
Illinois
$1.11M +$1.11M +11,198 New
CCFM
120
Clear Creek Financial Management
Washington
$1.1M +$93.6K +943 +9%
KPWS
121
Kestra Private Wealth Services
Texas
$1.07M +$27.3K +275 +3%
CA
122
Cetera Advisors
Colorado
$1.07M +$342K +3,445 +47%
AAS
123
Avantax Advisory Services
Texas
$1.04M +$720K +7,252 +228%
Lido Advisors
124
Lido Advisors
California
$1M
WA
125
WBH Advisory
Maryland
$964K -$109K -1,100 -10%

BILS Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q3 2023, worth a combined $1.85B — up 18% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BILS positions and 15 closed out — a net gain of 24 holders — while 98 added to existing stakes and 54 trimmed.

The largest buyer was HM Payson & Co, adding an estimated $94.9M. The largest seller was Jane Street, cutting an estimated $71.6M.

  • 202 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q3 2023, up from 180 in Q2 2023.
  • Funds reported $1.85B of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q3 2023, up 18% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q3 2023 and 15 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q3 2023 was HM Payson & Co, an estimated $94.9M added.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q3 2023 was Jane Street, an estimated $71.6M sold.

Based on aggregated 13F filings for Q3 2023.